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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $15,609 |
ANEW 401K TPA LLC3 years Filed as: ANEW 401(K) TPA, LLC Service code 15 · EIN 81-1963646 | Recordkeeping | $1,350 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $959 |
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN FINANCIAL SECURITIES CORP Service code 22 · EIN 02-0275490 | Insurance Broker | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,353 | $89,652-52.8% | $141,177-70.0% | $65,185-35.0% |
| Participation rate | 72.0% | 74.7%-2.7pp | 82.5%-10.5pp | 70.2%+1.8pp |
| Annual return | 21.97% | 32.79%-10.8pp | 71.40%-49.4pp | 29.38%-7.4pp |
| Employer contribution / active EE | $1,692 | $3,065-44.8% | $4,736-64.3% | $2,177-22.3% |
| Participant deferral / active EE | $4,567 | $5,691-19.7% | $6,710-31.9% | $3,514+30.0% |
| Admin fee / account holder | $138 | $569-75.8% | $10,263-98.7% | $847-83.7% |